Looking For Sale Executive

RESPONSIBILITIES

€¢ Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients

€¢ Doing daily meeting with clients and responsible for lead conversion

€¢ Responsible for business development through acquisition of high net-worth clients.

€¢ Monitor financial market trends to ensure that client plans are responsive.

€¢ Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.

€¢ Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

€¢ Will be responsible for primarily selling Equity based investment products and Mutual funds.

€¢ Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

€¢ Responsible for achieving targets, based on revenue generation through investment products.

€¢ Provide regular updates to the immediate superior as and when required

€¢ Collecting KYC documents and required documents of Customers getting file ready and ensuring all the other required formalities are done.

€¢ Ensure 100% compliance with company policies, procedures and guidelines

€¢ Doing Marketing activities and promotional campaign for generating leads

€¢ Analyse client portfolios and make necessary suggestions.

€¢ Recommend financial products.

€¢ Responsible for identifying customer needs and assessing their risk appetite

€¢ Provide regular updates to the immediate superior as and when required

€¢ Create and enforce plans that will help meet the needs of the customer.

QUALIFICATIONS

€¢ Graduate / Post graduate with 2+ yrs experience in direct selling of financial products from any financial services industry.

€¢ Should have good communication & presentation skills.

€¢ May have good existing client relationships in the market.

€¢ Should be a self-starter, proactive & target oriented.

€¢ Should possess strong networking & relationship building skills

• Experience

  2 - 8 Years

• No. of Openings

  10

• Education

  Graduate

• Role

  Sale Executive

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office